Loan Documentation Assistant

Bank-Shared Service; Union (MO); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

Paid time off

11 paid holidays

Education assistance

Pet insurance

401K match

Job summary

United Bank of Union is seeking a detail oriented Loan Documentation Assistant in Union, MO to prepare loan documents, conduct audits, and ensure compliance for loan closings. This role emphasizes accuracy, timely completion, and collaboration with internal teams.

The ideal candidate will organize and prioritize work to meet deadlines while supporting a team in a fast-paced banking environment. Benefits include comprehensive coverage and competitive compensation.

Qualifications

• Experience in loan documentation or banking is preferred.
• Detail oriented with strong time-management and deadline adherence.
• Excellent communication and teamwork skills.

Responsibilities

• Process all pre-disclosures and appropriate loan documents for closings, coordinating with insurers, title companies, customers, and loan officers.
• Forward notices of liens for titled collateral to the State of Missouri and update ownership records as needed.
• Prepare and file title applications and update collateral in Navigator; update rates and related documentation.
• Assist in encoding payments, quoting payoffs, and answering customer inquiries; respond to phone inquiries.
• Conduct post-closed review of loan files to ensure accuracy, compliance with policies, regulations and investor guidelines.

Skills

Detail oriented

Time management

Communication skills

Teamwork

Banking experience

Job description

Job Details Job Location: Union, MO 63084 Position Type: Full Time Job Category: Loan Documenting United Bank of Union is seeking to fill the position of Loan Documentation Assistant. The ideal candidate is detail oriented, motivated and able to organize and prioritize work to meet deadlines. Responsibilities include attaining information, preparing loan documents necessary for closing a loan; performing loan audit review of all in-house loan documentation for accuracy and compliance to convey to the internal or external sources as required to close the loan.

The Bank provides a great team environment with amazing benefits such as health, vision, dental, life insurance, paid leave (PTO, childbirth/parental leave) 11 paid holidays, education assistance program, pet insurance, 401K plan with above standard employer match, and much more.

Essential Duties

• Process all pre-disclosures and appropriate loan documents (in-house and fixed rate mortgage loans) for loan closings that will include the interaction with insurance companies, title companies, customer and loan officers.
• Forward all notice of liens for titled collateral to the State of Missouri.
• Complete title applications to the State of Missouri and if ownership changes update appropriate documentation in the file (i.e. Security Agreements). Update Navigator with added or removed collateral, as necessary.
• Pull up ARM rates and update new rates in Navigator and send appropriate documentation to assigned personnel.
• Prepare, mail and file all necessary documentation for repossessed collateral.
• Loan review of all documents pertaining to all in-house loans.
• Conduct thorough post-closed review (second review) of loan files to ensure accuracy, completeness, and compliance with internal policies, regulatory requirements, and investor guidelines.
• Review the indexing of paid loans into Director
• Assist in service area with encoding of payments, quoting payoffs, answering customer inquiries.
• Answer phone inquiries.
• May perform other duties as assigned.

Qualifications

Dependable, detail oriented, time management skills, ability to meet deadlines, excellent communication skills, ability to work well with a team or individually, banking experience preferred.

Our UNITED Core Values will tell you who we are

• U – Understanding (because UNDERSTANDING the needs and views of others leads to effective communication and respect).
• N – Neighborly (because being NEIGHBORLY and serving our community is essential to our success).
• I – Integrity (because having INTEGRITY builds trustworthy relationships).
• T – Teamwork (because when we work and adapt as a TEAM we can outperform our competition).
• E – Energy (because working in an ENERGETIC environment makes work fun).
• D – Dependability (because being DEPENDABLE helps us achieve our goals and promotes accountability).

FDIC Member

United Bank of Union is an Equal Opportunity / Affiant employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.